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Institutional Investment Manager
NARUS FINANCIAL PARTNERS, LLC
NARUS FINANCIAL PARTNERS, LLC (CIK: 0001698091). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 72 holdings with a total value of $94,860,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 VANGUARD SCOTTSDALE FDS 8,963 711,000 0.75%
52 VANGUARD INDEX FDS 5,783 761,000 0.80%
53 APPLE INC 6,705 777,000 0.82%
54 ISHARES MSCI EAFE SMALL CAP IDX FD 15,863 791,000 0.83%
55 SPDR GOLD TR 7,602 833,000 0.88%
56 ISHARES TR 8,033 843,000 0.89%
57 SELECT SECTOR SPDR TR 11,293 851,000 0.90%
58 VANGUARD WORLD FDS 8,657 867,000 0.91%
59 ISHARES 20 YEAR TREASURY BOND ETF 7,337 874,000 0.92%
60 VANGUARD INDEX FDS 7,750 999,000 1.05%
61 ISHARES TR 20,121 1,021,000 1.08%
62 ISHARES TR 21,000 1,032,000 1.09%
63 ISHARES 7-10 YEAR TREASURY BOND ETF 10,443 1,095,000 1.15%
64 VANGUARD TAX-MANAGED FDS 30,341 1,109,000 1.17%
65 SELECT SECTOR SPDR TR 22,948 1,110,000 1.17%
66 ISHARES TR 10,350 1,137,000 1.20%
67 ISHARES TR 11,145 1,204,000 1.27%
68 VANGUARD SCOTTSDALE FDS 14,389 1,233,000 1.30%
69 ISHARES TR 12,884 1,394,000 1.47%
70 ISHARES TR 7,638 1,718,000 1.81%
71 VANGUARD INDEX FDS 17,322 1,998,000 2.11%
72 WAL-MART STORES INC 809,246 55,935,000 58.97%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001698091-17-000001, filed 2017.02.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.